Wedmont Private Capital’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Wedmont Private Capital’s Portfolio DFAU Stock Details DFAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$369K	Buy	6,948 +289	+4%	+$15.2K	0.01%	691
2026 Q2	$347K	Hold	6,659	–	–	0.01%	684
2026 Q1	$312K	Hold	6,659	–	–	0.01%	653
2025 Q4	$316K	Hold	6,659	–	–	0.01%	629
2025 Q3	$306K	Hold	6,659	–	–	0.01%	614
2025 Q2	$286K	Buy	+6,659	New	+$261K	0.01%	589

Other funds holding DFAU

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Wedmont Private Capital's DFAU Position: Q3 2026 in Review

Wedmont Private Capital increased its Dimensional US Core Equity Market ETF (DFAU) stake by 4.3% in Q3 2026, buying an estimated $15.2K and bringing the position to 6,948 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #691.

Wedmont Private Capital first reported a position in DFAU in Q2 2025 and has held it in 6 quarters since. 28 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

Wedmont Private Capital held 6,948 shares of Dimensional US Core Equity Market ETF worth $369K as of Q3 2026.
Wedmont Private Capital bought 289 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $15.2K.
Dimensional US Core Equity Market ETF made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #691 holding.
Wedmont Private Capital first reported a position in Dimensional US Core Equity Market ETF in Q2 2025 and has held it in 6 quarters since.
28 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.